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Effortless reporting, analysis and forecasting, enabling accountants to improve the future financial performance of clients within their portfolio.

Overview

The Virtual Finance Director is the only application you’ll ever need to improve the future financial performance of businesses within your portfolio. Our solution has been designed and developed by accountants for accountants, ensuring that we always have the core values of the accountancy practice at the forefront of our product development.

We have challenged ourselves to create a complete turnkey solution that automatically analyses the performance of any business that it connects to, constantly monitoring performance with alerts to highlight any opportunities or risks the business faces. There is no need for any technical knowledge and you retain complete control of output to your clients.

There is also no need for any maintenance, and you can be set up and running in a matter of seconds with a complete support infrastructure ensuring you can drive maximum benefit.

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Virtual Finance Director
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Virtual Finance Director + Xero

Utilising transactional level detail, the Virtual Finance Director automates the complete process of data extraction, interpretation and analysis, opportunity/risk identification and resolution to deliver profit growth.

Setup takes a matter of seconds and the Virtual Finance Director is constantly connected to the source data. As soon as the data is synced, you will start to benefit from automated reporting, insightful analysis, intuitive business intelligence dashboards, KPI alerts and a lot more.

Our white label reporting and dashboard output means you can start to provide your clients with considerably more value than is offered by conventional management accounts.

Reviews & ratings

5.0
18 Reviews
5 star
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CR
Cameron Rypel
Posted
As someone who is new to the reporting world I was blown away by the amount of reports and models that VFD has to offer, their training program gives you a great understanding of how they work and the extra support they give makes VFD worth using.
RJ
Rebecca Johnson
Posted
Great piece of software that is so impactful and understandable. Highly recommend.
MH
Martin Horton
Posted

Proper Management Reporting

Having worked in industry for 25 years before moving to practice I was always surprised how limited the options were for producing meaningful reports for clients. VFD plugs that gap and allows you to act like a real FD.
Additional info

App details

Added in 2019
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.